First Trust Advisors
KRT icon

First Trust Advisors’s Karat Packaging KRT Stock Holding History

First Trust Advisors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Buy
28,723
+1,191
+4% +$34.3K ﹤0.01% 2242
2026
Q1 		$769K Buy
27,532
+187
+0.7% +$4.71K ﹤0.01% 2245
2025
Q4 		$617K Buy
27,345
+508
+2% +$11.8K ﹤0.01% 2301
2025
Q3 		$677K Buy
26,837
+4,776
+22% +$126K ﹤0.01% 2236
2025
Q2 		$621K Buy
22,061
+830
+4% +$23.1K ﹤0.01% 2206
2025
Q1 		$564K Sell
21,231
-407
-2% -$12.1K ﹤0.01% 2199
2024
Q4 		$655K Sell
21,638
-2,258
-9% -$65.3K ﹤0.01% 2170
2024
Q3 		$619K Buy
+23,896
New +$640K ﹤0.01% 2124

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors's KRT Position: Q2 2026 in Review

First Trust Advisors increased its Karat Packaging (KRT) stake by 4.3% in Q2 2026, buying an estimated $34.3K and bringing the position to 28,723 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

First Trust Advisors first reported a position in KRT in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • First Trust Advisors held 28,723 shares of Karat Packaging worth $961K as of Q2 2026.
  • First Trust Advisors bought 1,191 Karat Packaging shares in Q2 2026, an estimated $34.3K.
  • Karat Packaging made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2242 holding.
  • First Trust Advisors first reported a position in Karat Packaging in Q3 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.